How to edit default BarBooks templates

You may use our default templates and make it your own.

On the Templates tab, click the Download button for the template you wish to amend.

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It will be downloaded on your computer as .docx file. You may replace the Header, change any format including the font style and size. 

Add a digital signature by signing on a blank white paper then upload it as a picture.

 

For the details you would like to be populated from the information entered in BarBooks, you would need to replace those with Tags

Click the Tags button

Screen Shot 2022-06-20 at 11.38.53 amSelect the type of document on the View tags for field

Screen Shot 2022-06-20 at 11.40.24 amClick the plus sign beside the section name to see the list

Click the category and you will see the tags to be used. Copy and Paste the tag to the word file

Screen Shot 2022-06-20 at 11.41.38 amSave the document as .docx format in your computer

Upload it on your BarBooks file by clicking the upload button beside the document type if you want to override the file.

Screen Shot 2022-06-20 at 11.44.08 amIf you want to save it as a new document, click Add Template and choose Custom

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For any templates that you are no longer using, you may delete by ticking the box beside the Template name and click the Delete button (Red bin icon)

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